Relevance AI vs Warmly

Relevance AI

A visual drag‑and‑drop interface lets non‑technical users create AI agents by describing desired behavior in plain language, selecting LLMs, and adding tools. The builder abstracts model prompting, tool configuration, and workflow logic, enabling rapid prototyping and deployment without writing code. Empowers subject‑matter experts to automate complex sales tasks without relying on engineers, shortening time‑to‑value.

✓ Empowers subject‑matter experts to automate complex sales tasks without relying on engineers, shortening time‑to‑value

Warmly

Warmly's visitor identification technology operates as a sophisticated intelligence layer that transforms anonymous website traffic into actionable sales opportunities. When a prospect visits your website, the platform's proprietary de-anonymization engine cross-references IP addresses, browser fingerprints, and behavioral patterns against extensive B2B databases to reveal the visitor's identity with remarkable accuracy. The system captures comprehensive data including company name, industry, employee count, revenue range, and technology stack, along with individual-level details such as the visitor's name, job title, seniority level, LinkedIn profile, and direct contact information. Beyond basic identification, Warmly tracks the visitor's entire journey—which pages they viewed, how long they spent on each, what content they downloaded, and their engagement patterns over multiple sessions. This behavioral intelligence is crucial for understanding buying intent and timing outreach appropriately. Convert anonymous website traffic into qualified leads with immediate outreach opportunities, capturing high-intent prospects before they move to competitors.

✓ Convert anonymous website traffic into qualified leads with immediate outreach opportunities, capturing high-intent prospects before they move to competitors

Relevance AI

The Workforce feature lets users assemble hierarchies of specialized agents that collaborate like human teams. Agents can hand off tasks, share knowledge bases, and trigger one another via API, webhook, or built‑in triggers, supporting end‑to‑end sales processes from research to meeting booking. Scales complex, multi‑step sales workflows while preserving human‑like decision quality.

✓ Scales complex, multi‑step sales workflows while preserving human‑like decision quality

Warmly

Warmly's machine learning-driven lead scoring system continuously analyzes dozens of signals to predict which prospects are most likely to convert into customers. The algorithm evaluates firmographic data including company size, industry, technology stack, and growth indicators, combining this with behavioral signals such as page views, time on site, content engagement, email opens, and response patterns. What makes Warmly's scoring particularly powerful is its adaptive learning capability—the system studies your historical conversion data to identify the specific patterns that predict success for your unique business. Scores update dynamically in real-time as prospects interact with your website, emails, and content, ensuring sales teams always have current intelligence. The platform also incorporates intent data from third-party sources, identifying companies actively researching solutions in your category across the web. Prioritize high-value prospects with surgical precision, enabling sales teams to focus their limited time on accounts with the highest conversion probability and largest deal potential.

✓ Prioritize high-value prospects with surgical precision, enabling sales teams to focus their limited time on accounts with the highest conversion probability and largest deal potential

Relevance AI

Relevance AI ships with pre‑built connectors for CRMs (Salesforce, HubSpot), email platforms, calendars, databases, and cloud services. Users can also add custom HTTP or Zapier triggers, allowing agents to read/write data across the entire tech stack. Eliminates manual data entry and enables agents to act directly in the tools sales teams already use.

✓ Eliminates manual data entry and enables agents to act directly in the tools sales teams already use

Warmly

The automated email sequence engine represents Warmly's execution layer, transforming prospect intelligence into personalized multi-touch campaigns that run autonomously. The platform's AI generates email copy tailored to each recipient's role, company, industry, and observed behaviors—referencing specific pages they visited, content they engaged with, or actions they took. Sequences are intelligently triggered based on configurable criteria including lead score thresholds, specific website behaviors, time-based rules, or CRM field changes. The system handles sophisticated follow-up logic, automatically adjusting timing based on engagement patterns, pausing sequences when prospects respond, and escalating to human review when appropriate. Warmly optimizes send times using machine learning analysis of historical response data, ensuring emails arrive when recipients are most likely to engage. Scale personalized outreach to thousands of prospects simultaneously without sacrificing relevance, while freeing sales representatives to focus on high-value conversations rather than repetitive tasks.

✓ Scale personalized outreach to thousands of prospects simultaneously without sacrificing relevance, while freeing sales representatives to focus on high-value conversations rather than repetitive tasks

Relevance AI

Plans allocate a monthly credit pool (e.g., 10,000 credits for Pro) that is consumed per agent action, with optional extra vendor credits for higher‑capacity LLM usage. Credits reset monthly, and unused credits roll over on Enterprise plans. Aligns cost with actual usage, making the platform affordable for startups and predictable for large teams.

✓ Aligns cost with actual usage, making the platform affordable for startups and predictable for large teams

Warmly

Warmly's ABM functionality enables revenue teams to orchestrate sophisticated multi-stakeholder campaigns targeting their most valuable potential customers. The platform allows teams to define target account lists based on ideal customer profile criteria, then tracks engagement across the entire buying committee—from initial researchers to economic decision-makers. When anyone from a target account visits your website, Warmly immediately alerts the assigned account owner and captures the engagement in a unified account timeline. The system coordinates outreach across multiple stakeholders, ensuring messaging is consistent yet role-appropriate, and preventing the embarrassment of duplicate or conflicting communications. Advanced features include buying committee mapping, which identifies additional stakeholders to engage, and account-level scoring that aggregates individual engagement into a holistic view of account readiness. Increase average deal size and accelerate complex B2B sales cycles by engaging entire buying committees with coordinated, contextual messaging that addresses each stakeholder's unique concerns.

✓ Increase average deal size and accelerate complex B2B sales cycles by engaging entire buying committees with coordinated, contextual messaging that addresses each stakeholder's unique concerns

Relevance AI

The platform integrates the latest large language models, including Anthropic's Claude Sonnet 4.5 with up to 1 million‑token context windows, and offers a "Bring Your Own LLM" option for custom deployments on AWS Bedrock. Delivers higher reasoning quality, longer context handling, and competitive performance for complex sales conversations.

✓ Delivers higher reasoning quality, longer context handling, and competitive performance for complex sales conversations

Warmly

Warmly's integration architecture ensures seamless bidirectional data flow with your existing sales technology ecosystem, eliminating data silos and manual entry that plague many sales organizations. The platform offers native, deep integrations with Salesforce and HubSpot that go beyond basic field mapping—Warmly understands CRM object relationships, respects existing workflows and automation rules, and maintains data hygiene standards. All prospect data, engagement metrics, email activities, and campaign results sync automatically in real-time, creating a complete picture of every interaction within your CRM. The integration also pulls data from your CRM to inform Warmly's AI, using historical opportunity data to improve lead scoring accuracy and leveraging existing account assignments to route new visitors appropriately. Custom field mapping allows organizations to capture Warmly-specific data points like visitor behavior scores and intent signals directly in their CRM records. Maintain perfect data accuracy across systems while enabling sales teams to work entirely within their preferred CRM interface, with all Warmly intelligence surfaced exactly where they need it.

✓ Maintain perfect data accuracy across systems while enabling sales teams to work entirely within their preferred CRM interface, with all Warmly intelligence surfaced exactly where they need it